Joseph D Mansueto sold $2.5M of MORN
Executive Chairman at Morningstar, Inc.. 14,500 shares at an average of $170.50, traded May 1, 2026, filed May 4, 2026.
Score components
- +20RoleChair
- +25Trade size$2.5M at market
- 0Share of holdings soldSold 0.2% of holdings
- +8Cluster2 insiders selling within 14 days
- -2010b5-1 planPre-scheduled under a 10b5-1 plan
What happened after comparable sells
Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.
This signal so far: 1m +7.8%, 3m +19.0%, 6m -.
Price around the trade, and since
From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™
Rows in this filing
Every transaction in Form 4 0001324069-26-000020, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| May 1, 2026 | SOpen-market sale Common Stock10b5-1 | -150 | $168.84 | $25k | 8,143,342 | May 4, 2026 |
| May 1, 2026 | SOpen-market sale Common Stock10b5-1 | -1,892 | $170.36 | $322k | 8,141,450 | May 4, 2026 |
| May 1, 2026 | SOpen-market sale Common Stock10b5-1 | -4,698 | $171.19 | $804k | 8,136,752 | May 4, 2026 |
| May 1, 2026 | SOpen-market sale Common Stock10b5-1 | -406 | $172.18 | $70k | 8,136,346 | May 4, 2026 |
| May 1, 2026 | SOpen-market sale Common Stock10b5-1 | -104 | $174.21 | $18k | 8,136,242 | May 4, 2026 |
| May 4, 2026 | SOpen-market sale Common Stock10b5-1 | -2,256 | $168.56 | $380k | 8,133,986 | May 4, 2026 |
| May 4, 2026 | SOpen-market sale Common Stock10b5-1 | -1,803 | $169.65 | $306k | 8,132,183 | May 4, 2026 |
| May 4, 2026 | SOpen-market sale Common Stock10b5-1 | -2,063 | $170.93 | $353k | 8,130,120 | May 4, 2026 |
| May 4, 2026 | SOpen-market sale Common Stock10b5-1 | -1,128 | $171.58 | $194k | 8,128,992 | May 4, 2026 |
Related signals
Other insiders at Morningstar, Inc. and this insider’s other filings.
| Score | Company | Insider | Value | Holdings | Filed |
|---|---|---|---|---|---|
| 25Weak | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $1.2M 5,659 shares | -0% | |
| 25Weak | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $2.4M 11,345 shares | -0% | |
| 33Weak | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $4.6M 21,750 shares | -0% | |
| 33Weak | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $2.9M 14,500 shares | -0% | |
| 33Weak | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $3.1M 15,474 shares | -0% | |
| 33Weak | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $1.9M 9,522 shares | -0% | |
| 33Weak | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $4.3M 21,750 shares | -0% | |
| 35Weak | Morningstar, Inc. | William M Lyons director | $199k 1,000 shares | -7% | |
| 41Moderate | Morningstar, Inc. | William M Lyons director | $125k 700 shares | -5% | |
| 40Moderate | Morningstar, Inc. | Joseph D Mansueto Executive Chairman | $1.7M 9,520 shares | -0% |
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.